USA Financial Formulas’s Morningstar MORN Stock Holding History

USA Financial Formulas’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2	Closed	-$435	–	498
2025 Q4	$435	Buy	+2	New	+$433	﹤0.01%	400

Other funds holding MORN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

USA Financial Formulas's MORN Position: Q1 2026 in Review

USA Financial Formulas sold out of Morningstar (MORN) in Q1 2026, closing a stake of 2 shares — an estimated $435 sold.

USA Financial Formulas first reported a position in MORN in Q4 2025 and held it in 1 quarter. The position peaked at $435 in Q4 2025. 447 funds tracked by Wall St. Rank hold MORN as of Q1 2026.

USA Financial Formulas reported no remaining Morningstar position as of Q1 2026 after selling out during the quarter.
USA Financial Formulas sold 2 Morningstar shares in Q1 2026, an estimated $435.
USA Financial Formulas first reported a position in Morningstar in Q4 2025 and held it in 1 quarter.
USA Financial Formulas's Morningstar position peaked at $435 in Q4 2025.
447 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.

Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.